See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,056 | $84,233-75.0% | $170,442-87.6% | $70,131-70.0% |
| Participation rate | 54.8% | 70.8%-16.1pp | 83.6%-28.8pp | 69.5%-14.8pp |
| Annual return | 7.05% | 23.06%-16.0pp | 205.93%-198.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $850 | $3,387-74.9% | $5,433-84.4% | $2,342-63.7% |
| Participant deferral / active EE | $1,329 | $3,086-56.9% | $4,939-73.1% | $3,332-60.1% |
| Admin fee / account holder | $355 | $5,698-93.8% | $13,880-97.4% | $4,645-92.4% |